Schwab US Broad Market ETF
SCHB
1,178 hedge funds and large institutions have $14.1B invested in Schwab US Broad Market ETF in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 445 increasing their positions, 449 reducing their positions, and 39 closing their positions.
251% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 39
74% more call options, than puts
Call options by funds: $24.8M | Put options by funds: $14.2M
37% more capital invested
Capital invested by funds: $10.2B → $14.1B (+$3.84B)
7% more funds holding
Funds holding: 1,098 → 1,178 (+80)
5% more funds holding in top 10
Funds holding in top 10: 131 → 138 (+7)
1% less repeat investments, than reductions
Existing positions increased: 445 | Existing positions reduced: 449
68.27% less ownership
Funds ownership: 101.34% → 33.08% (-68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$98.1M |
| 2 |
WCM
Weaver Capital Management
Suwanee,
Georgia
|
+$34.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$27.7M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$17.3M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$55.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$50.5M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$50.5M |
| 4 |
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
-$39.7M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
-$36M |
SCHB Hedge Fund Activity: Q4 2024 in Review
1,178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2024, worth a combined $14.1B — up 37% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new SCHB positions and 39 closed out — a net gain of 98 holders — while 445 added to existing stakes and 449 trimmed.
The largest buyer was Empower Advisory Group, adding an estimated $98.1M. The largest seller was WT Wealth Management, cutting an estimated $55.7M.
- 1,178 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2024, up from 1,098 in Q3 2024.
- Funds reported $14.1B of Schwab US Broad Market ETF stock for Q4 2024, up 37% quarter-over-quarter.
- 137 funds opened new Schwab US Broad Market ETF positions in Q4 2024 and 39 closed out, a net change of +98 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2024 was Empower Advisory Group, an estimated $98.1M added.
- The largest Schwab US Broad Market ETF seller in Q4 2024 was WT Wealth Management, an estimated $55.7M sold.
Based on aggregated 13F filings for Q4 2024.